Wealth Protection & Private Client

Our Wealth Protection and Private Client department focuses on protecting our clients’ wealth and planning for the future. This starts with the preparation of a will at which time our clients’ wishes and circumstances are carefully assessed. The issues that  arise are usually dependent upon the value and location of assets,  any resulting income and domicile of the client.

Whether clients are professionals, entrepreneurs, or individuals who have created or inherited wealth, they have unique and personal circumstances to provide for. We can help with both their UK and international legal issues.  By making use of lifetime planning opportunities and tailor-making wills and trusts to our clients’ particular circumstances, we ensure that valuable assets are retained for future generations in the most financially prudent and effective way.

We advise both UK and non-UK clients and offer tax planning advice including in relation to trusts, offshore and otherwise, where appropriate.

Understanding our clients’ needs and their priorities  and helping  protect what’s most important to them is at the heart of what we do. Our clients are provided with a bespoke and personal service offering expert, pragmatic and tax efficient cost-effective solutions.

By being able to access top local tax accounting  legal professional advisers and Trust Companies across the world, available to us through our membership of the International Practice Group, we are able to advise our national and international clientele on how best to hold their UK and overseas assets (either individually, jointly, through companies or trusts or a combination of both).   Whether those assets may be holiday homes, overseas deposits or interests in overseas businesses by taking account of local legal and tax issues and by mitigating  tax and distribution difficulties we  help to ensure that their loved ones are able to easily access assets when required through the discreet, effective and familiar services we can provide in London.

We advise clients on Lasting Powers of Attorney and related matters to ensure their affairs are handled by people they trust and have extensive experience of Administration, Probate, Trustee and Probate Disputes and highly specialised Court of Protection issues.